My focus is to develop a strategy to meet your goals and needs. I will collaborate with you to build a tailored financial roadmap so that you can reach your goals and live an inspired life. I work with you to create a long-term, financial plan in addition to overseeing the portfolio design.
I have over 25 years' experience in the investment industry. I have focused my wealth management skills over the years by obtaining my PM (Portfolio Manager) designation, my CIM (Chartered Investment Manager) designation, my CFP (Certified Financial Planner) designation amongst other skill sets including estate planning. I am honoured to be recognized by our Canadian Securities Institute for my achievements and am a Fellow Of The Canadian Securities Institute (FCSI).
I am committed to balance in life and am very involved in the YYC Yoga & Wellness community. I have a wonderful husband who gets me outside of my comfort zone, participating in adrenaline sports. We go boating, travel, camp, hike, ski and enjoy our Spontaneous Sundays which can range from a 70km bike ride to a drive and hike to the mountains. We share two amazing fur family members, Kitty and Kat. Kitty loves to climb and hide in our neighbours apple tree and Kat loves to chase squirrels up the same apple tree!